CWM

Concert Wealth Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.29M
3
+$2.48M
4
SH icon
ProShares Short S&P500
SH
+$2.25M
5
KHC icon
Kraft Heinz
KHC
+$2.2M

Top Sells

1
+$3.46M
2
+$2.81M
3
+$2.71M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$2.57M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.06M

Sector Composition

1 Technology 11.06%
2 Healthcare 7.35%
3 Financials 7.34%
4 Industrials 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$967K 0.13%
9,973
-1,305
202
$965K 0.13%
9,713
+833
203
$964K 0.13%
14,422
+8,843
204
$958K 0.13%
11,668
+1,336
205
$952K 0.13%
13,278
-28
206
$945K 0.13%
19,446
+714
207
$942K 0.13%
72,651
+286
208
$941K 0.13%
11,104
+8,609
209
$939K 0.13%
11,469
+419
210
$937K 0.13%
9,714
+593
211
$936K 0.13%
8,666
+390
212
$934K 0.13%
13,446
-2,346
213
$913K 0.12%
65,120
-7,750
214
$910K 0.12%
33,654
+3,346
215
$904K 0.12%
14,317
+182
216
$904K 0.12%
19,983
+3,441
217
$904K 0.12%
12,354
+3,187
218
$901K 0.12%
10,842
-11,257
219
$900K 0.12%
10,570
+828
220
$894K 0.12%
8,162
+603
221
$876K 0.12%
6,450
-193
222
$875K 0.12%
20,233
+2,229
223
$874K 0.12%
10,410
+13
224
$864K 0.12%
35,851
-6,497
225
$862K 0.12%
63,096
-3,908
7 8
9
10 11